Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
25,009
shares
|
$746,018
0.03% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
20,462
shares
|
$610,381
0.28% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
19,115
shares
|
$570,200
0.0% of portfolio
|
Q2 2025
Added 53.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
16,898
shares
|
$504,067
0.01% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,345
shares
|
$457,741
0.01% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,778
shares
|
$440,827
0.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
14,225
shares
|
$424,331
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
13,934
shares
|
$415,651
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,361
shares
|
$398,558
0.0% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
13,216
shares
|
$394,233
0.07% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,294
shares
|
$336,900
0.01% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,760
shares
|
$320,970
0.0% of portfolio
|
Q2 2025
Reduced 98.57%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,151
shares
|
$302,804
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,103
shares
|
$271,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,218
shares
|
$245,142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,994
shares
|
$238,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,209
shares
|
$215,044
0.0% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
7,191
shares
|
$214,507
0.01% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,786
shares
|
$202,426
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,176
shares
|
$94,740
0.0% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$89,490
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,027
shares
|
$60,465
0.0% of portfolio
|
Q2 2025
Added 29.27%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
574
shares
|
$17,122
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
455
shares
|
$13,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
50
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
New holding
|